Send an Email When Tag is Applied - or When Added Automatically to a Smart Group

Question

I'm looking to set up a series of drip emails once a contact is tagged. Unfortunately, the rules around tagging are convoluted to the point where I'm afraid to use them since I have the potential to send an email out to many people who I don't wish to receive the email. There are also no instructions regarding how to trigger an action using tags.

Because of this, I created a rule indicating that when a contact is added to a smart group, which occurs when they are tagged, that they will receive an email. And an email is sent when I add a contact manually, but not when it is done automatically via the smart group rules.

Goal: to send a contact an email once they've been tagged.

Answer 1

You should be able to do what you're describing using CiviRules. However, to be safe, I would start by testing with an action other than sending email - or at least do it on a test server that redirects emails to the logs rather than sending live emails.

Here's a screenshot that shows how to set up what you're describing. Note the trigger ("Tag added to entity") and linked condition ("Contact has tag").

Answer 2

Not sure if the best approach, but you could probably set up a cron job with a script that checks all activities for the past 5 minutes (whatever time interval you set your cron job to run). But that approach would definitely take some scripting. I don't know of any build in options yet (though maybe someone created an extension to do something similar?).